Housing Client Information
With Wrike, we use the spaces to house our different services. One space is dedicated to all of our clients and their service details. We tie all of the client folders to the services provided in the other spaces. This is helpful when trying to search for all clients with a certain service. We use these lists to review certain services during meetings.
Hi Mary Kathryn Merrill, thanks for sharing how you use spaces, a great tip 🙌🏼
Cansu Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars
Cansu Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars